Personal Banker Advisor
Emirates NBD
مجموع سنوات الخبرة :18 years, 2 أشهر
meet and exceed personal sales, cross sales and quality referral targets, contributing towards the branch team’s service and sales targets. provide an excellent customer experience ensuring that every customer is treated in a warm, friendly and respectful manner that shows genuine interest in their needs and leaves them feeling valued as a customer.
Visiting the Corporate and listing the company Selling Multiple banking products like personal loan, credit card and Cross sell Providing financial services to the client and developing relationship with them Seek out new references through existing clients and generate lists of prospective clients
Sell various types of investment & insurance products to individuals and corporate entities.
Cross sell of SME liabilities & assets products as a secondary product
Customize insurance products to suit individual and corporate customers, often covering a variety of risk.
Interview prospect clients to understand their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.
Explain features, advantages and disadvantages of various policies to the customers.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Handling a team of 50 Business Partners, solve all the quarries of Business Partners and clients, generate business on timely basis.
• Get the Financial instruments sold by business Partners and corporate meetings.
• Making self appointments from ATLAS.
• Attending 4-5 sales call daily in Delhi and NCR.
• Appointing new business partners.
• Responsible For logins on day today basis.
• Achieving the given target within time.
• Responsible for all quarries regarding Financial market.
• Visiting in various corporate for business growth.
• Responsible for MIS
Responsible for acquisition of pre paid / post paid / Data card from Individual Customer as well as
corporate Account.